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Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis

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Manage episode 515363730 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you’re interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you!

Listen in as Haley shares how she discovered financial planning later in her college career and secured an internship that confirmed her passion for helping others. She also talks about her move across the country to start her first full-time role, the process of earning her licenses and completing CFP coursework, and how her responsibilities have evolved as her career has grown. You'll learn how Haley faced and overcame age discrimination and turned it into motivation for success.

You can find show notes and more information by clicking here: https://bit.ly/3W5H31t

  continue reading

267 episodes

Artwork
iconShare
 
Manage episode 515363730 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you’re interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you!

Listen in as Haley shares how she discovered financial planning later in her college career and secured an internship that confirmed her passion for helping others. She also talks about her move across the country to start her first full-time role, the process of earning her licenses and completing CFP coursework, and how her responsibilities have evolved as her career has grown. You'll learn how Haley faced and overcame age discrimination and turned it into motivation for success.

You can find show notes and more information by clicking here: https://bit.ly/3W5H31t

  continue reading

267 episodes

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